DIODDiodes Incorporated
Price
+76%1YEnd-of-day closes, not the intraday tick.
A mixed picture: the questions disagree
Quality mixed, nothing alarming, demanding price, growing in the filings, the market undecided.
In 2025 the Company’s net sales increased 13.0% compared to 2024, which is the highest level of annual growth since 2021. Additionally, the fourth quarter of 2025 represented the fourth consecutive quarter of double-digit growth year-over-year, further highlighting the success of the Company’s design win initiatives and content expansion over the past year. The Company has continued to see demand improvements across all target markets and geographies, with the most significant growth for the full year driven by strength in the computing market for AI server-related applications as well as increases in our automotive and industrial end markets.
In the company’s own words · 10-K filed Feb 10, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Diodes Incorporated (DIOD) reported revenue of $446M in Q2 2026 (quarter ended Jun 30, 2026), up 22% from the same quarter a year earlier. That came with a gross margin of 33% and net income of $47M (10% of revenue). For the full year FY2025, revenue was $1.48B (+13% year on year) and net income $66M. Its largest product in Q2 2026 was Distributor at $283M, 64% of the disclosed total, well ahead of Direct Sales at 36%. The next results filing is expected around Nov 5, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Aug 27, 2026On August 27, 2026, Diodes Incorporated (the “Company”) completed its previously announced acquisition of ElevATE Semiconductor Inc. (“ElevATE”) pursuant to the Agreement and Plan of Merger, dated as of July 10, 2026 (the “Merger Agreement”), by and among the Company, ElevATE, GN Merger Sub Inc. and Presidio Investors …Other event · Form 8-K
- Aug 18, 2026Amendment No. 1 to Third Amended and Restated Credit Agreement Effective August 12, 2026, Diodes Incorporated (the “Company”), Diodes Holdings UK Limited (the “Foreign Borrower” and, collectively with the Company, the “Borrowers”), and certain subsidiaries of the Company as guarantors, entered into the Amendment No. 1 …Material agreement entered · Form 8-K
- Aug 12, 2026President, Chief Executive Officer & Director, Diodes, Inc.Earnings release · press release
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Q2 2026 · $445.5MThe company’s own SEC segment disclosure.
- Distributor$283.3M64%
- Direct Sales$162.3M36%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.